Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSXRX (CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX FUND CLASS R6) | 9.89% | 27.03% | 21.45% | 12.31% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSXRX (CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX FUND CLASS R6) | 10/09/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 27.03 | 21.45 | 12.31 | NA | NA | NA | … | … | 9.89 | 9.99 | 24.19 | 27.32 | -21.64 | 25.71 | 26.19 | 32.85 | -4.06 | 5.05 |
| Sharpe Ratio | NA | 1.90 | 1.17 | 0.55 | NA | NA | NA | … | … | 1.48 | 0.44 | 1.54 | 1.71 | -0.90 | 1.87 | 0.76 | 2.36 | -0.31 | 3.98 |
| Standard Deviation(%) | NA | 12.81 | 15.49 | 17.80 | NA | NA | NA | … | … | 14.89 | 19.81 | 13.37 | 13.97 | 25.77 | 13.72 | 34.18 | 13.31 | 17.48 | 5.90 |
| Draw Down(%) | NA | 9.72 | 19.93 | 27.34 | NA | NA | NA | … | … | 9.72 | 19.93 | 9.09 | 11.24 | 27.27 | 5.60 | 32.82 | 6.84 | 19.80 | 0.93 |
| Yield(%) | 0.00 | 6.00 | 3.98 | 2.79 | 3.36 | 2.24 | 1.68 | … | … | 0.00 | 6.03 | 2.25 | 1.36 | 0.98 | 1.35 | 1.20 | 1.54 | 4.03 | 2.47 |
Data as of 06/05/2026, Common starting date is 10/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSXRX (CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX FUND CLASS R6) |
6.09%
Apr 2021 – Apr 2024 |
9.64%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSXRX (CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX FUND CLASS R6) |
28.21%
Dec 2018 – Dec 2021 |
17.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart